How-to
Find out how to do key tasks in the Arbor MIS, or read our detailed guides
Legal & Billing
Migrating to Arbor
Getting Started with Arbor
- NEW! - E-Learning course for new customers
- Joining the Arbor Community
- Logging in and out of Arbor and troubleshooting
- Going live with Arbor - Logging in
- Going live with Arbor - Business Roles and Permissions
- Going live with Arbor - Taking Attendance
Activities - Clubs and Trips
- Setting up a Club
- Setting up a Trip
- Creating separate Trip Consents
- Setting up Club and Trip Pricing and Payments
- Emailing Guardians from a Club or Trip
- Manually signing students up to a club
Admin
- Editing Arbor's Password Rules
- Adding staff email addresses in bulk
- Using the Data Quality Dashboard
- Uploading photos in bulk
- Changing the school logo
- Data Collection Sheets for all students
Applicants and New School Year Setup
- Resources for completing your New School Year Setup
- New School Year Setup Guide for Primaries and Primary Specials
- New School Year Setup Guide for Secondaries, Specials and All-throughs
- Scheduling your Nursery registers - New School Year Setup
- Manage admissions in Arbor in seven easy steps
- Quick one-pager - Setting up the next year and enrolling your applicants
Getting started with Assessments
- Introduction to Arbor Assessments
- Introduction to setting up your assessments
- What grade scale should I set up for my assessment?
- What do all the different columns, targets and predicted marks mean in Summative Assessment marksheets?
- How can you analyse your summative assessment data?
- What is Progress 8?
Out-of-the-box summative assessments for Primaries
Assessments - Summative
- Setting up a Summative Assessment
- Grade Point Scales and Marking Grade Sets
- Creating a Custom Assessment period
- Exporting and Importing the summative assessments you have set up between schools
- Setting up Progress 8 Assessments
- Setting up Ad Hoc Assessments
Assessments - Formative
- Setting up an Arbor-Defined Curriculum Tracking Assessment
- Setting up a Custom Curriculum Tracking Assessment
- Setting Curriculum Expectations
- Entering marks in Curriculum Tracking
- The Curriculum Analysis Overview
- See Progress Over Time for your Curriculum Tracking
Assessments - DfE
- How Key Stage 1 and Key Stage 2 assessments work in Arbor
- Setting up standardised assessments
- Inputting marks into standardised assessments
- Importing KS2 results using a CTF
- Setting up the P Scale Mark sheets and input marks
- Export DfE Assessment Results
Attendance
- Arbor Attendance Guide
- Why don't we have registers today?
- Roll Call Times
- Restricting the Available Attendance Marks
- The Daily Attendance Dashboard
- Printing an Emergency Evacuation Register
Behaviour
- Arbor Behaviour Guide
- Setting up Behaviour in Arbor
- Using Physical interventions
- Logging, editing and resolving Behaviour Incidents
- Awarding Behaviour Points
- Managing Detentions
Census
- Resources for completing your School Censuses
- Search for Census errors in this Spreadsheet
- Spring 2020 School Census Guide - Secondary Schools
- Spring 2020 School Census Guide - Primary Schools
- Spring 2020 School Census Guide - All Through Schools
- Quick videos for completing your spring census
Workforce Census
- Resources for completing your Workforce Census
- 2019 Workforce Census Guide
- Workforce Census error videos
- Excluding staff or contracts from the Workforce Census
- Resolving on-the-day errors Errors 7100, 7110, 7111 and 7112 and Query 7240Q
- SWF Census - SENCO qualification - Query 6260Q
Communications
- Sending Communications as a Teacher
- Permitted Senders of Communications
- Combining messages in Mail Merges
- Sending an email from the Communications Dashboard
- Seeing a log of all emails sent and sent log colour coding
- Sending an SMS from the Communications Dashboard
Custom Report Writer
- Arbor Continuity Recommendations
- Custom Report Writer Guide
- The Custom Report Writer All Reports page
- Custom Report Writer Templates
- How do I import a template into Custom Report Writer?
- Creating a report in Custom Report Writer
Data Management
- Importing a CTF file
- How to prevent duplicate profiles when importing a CTF
- Deleting and merging students
- Resolving duplicate staff or guardians and deleting guardians
- Managing data retention for your MIS data
- Setting up LGfL Exports
Demographics Reports
- Child Protection Students
- Seeing students who are a particular age
- Early Years Pupil Premium Recipients
- Ever 6 Free School Meals children
- Ever 6 Service children
- Pupil Premium students
Enrolment
- Bulk Setting Course Subjects
- Bulk enrolment into courses/classes
- Enrolling a single student
- Automatically enrolling students into courses using Teaching Groups
- Automatically Enrolling students into Courses and Classes
- How can I create and use Custom Groups?
Examinations
- Arbor Examinations Guide
- Setting up your exams and students
- Entering candidates in Arbor
- Removing awards or units from my Qualification Offering
- Submitting candidate entries to the awarding bodies
- Setting up exam rooms
Group MIS
- Logging in to the Group MIS and troubleshooting login issues
- Seeing my schools and their data sharing agreements
- Create groups of schools using Clusters on the Group MIS
- How do I Analyse my Group's data?
- Viewing your schools' DfE Standardised assessment results
- Viewing Staff Statistics on the Group MIS
HR, Contracts and Salaries
- Adding and managing staff probations
- HR Admin - Steps To Update Staff Contracts, Pay Scales and Allowances
- HR Admin - Allowances
- Managing Checks in bulk
- Managing Staff Contracts
- Managing and Updating Pay Scales
Interserve Guide
- How do I bulk edit marks?
- How can I add teaching groups to courses?
- Transferring multiple students to another Programme or Instance
- How to disable a staff members access into Arbor
- How can I send logins to a new staff member?
- How can I track completion of registers?
Interventions
- What are Interventions?
- How do I create an Intervention from the Intervention Dashboard?
- Adding student intervention strategies
- How do I use Intervention Categories?
- How can I edit an Intervention?
- How do I set up and schedule sessions for Intervention Groups?
Insight
Managing School Structure, Courses and Timetables
- Amending the Academic Calendar
- How to set up Courses, Classes and Lessons
- How do I set up and link staff to Faculties?
- How do I set up and link staff and courses to Departments?
- Creating Timetable Periods
- Managing school, student and staff timetables at a glance
Meals & Meal Payments
- Setting Up Meals - A step by step guide
- Adding a seasonal meal in Arbor
- Meals Daily Summary Page
- What time are dinner money payments taken out of a students fund / are invoiced in Arbor?
- Meals Timetable
- How can I manage Meal Balances and Meal Payments?
Medical & Linked Organisations
Parent Portal and the Arbor App Admin
- Going Live with the Parent Portal and Arbor App Support Pack
- Introduction to the Arbor App
- Switching on Parent Portal
- Parent Portal and Arbor App Settings
- Why can’t parents log in?
- Sending and resending login details to Guardians
Parent Portal and the Arbor App as a parent
- The Arbor App Usage Guide For Guardians
- The Arbor Parent Portal quick introduction
- Why can't I log in to my school's Parent Portal or Arbor App?
- Logging in when I'm a guardian and a staff member
- Student Profile Overview
- Signing my child up for a Club on the Parent Portal
Partners and Integrations
- API Users management process (CPOMS, Wonde, Inventry etc.)
- SISRA Analytics
- ParentPay
- School Money
- Integration with Hodder
- Schoolcomms/School Gateway Integration
Payments
- Card Payments in Arbor Guide
- Identity verification required for card payments
- Setting up a new Customer Account Type
- Reviewing Balances and Adding Top Ups
- Card Payment Authentication
- Creating an invoice
Report Cards
Roles and Permissions
- Business Roles and Permissions Guide
- What are Roles and Permissions in Arbor?
- How do I view and add Permissions to Business Roles in Arbor?
- Adding a Business Role to a member of staff
- How to see a list of all permissions and who has which permissions
- How to add an Ad- Hoc permission for a member of staff
Staff
- My Classes
- My Calendar, calendar colours and calendar syncing
- My Departments
- Finding staff members
- Staff Profiles Guide
- Adding a New Staff Member and creating a new staff profile
Staff Development
- Using Observations
- How do I set up Observations?
- How do I record an observation?
- How can I view and analyse observations?
- How can I manage Staff Development in Arbor by adding objectives and appraisals?
- How can I edit or delete objectives and appraisals?
Staff Cover
Students
- Downloading a Student List
- How can I Browse Students and see Joiners, Leavers and Birthdays?
- Pupil Premium vs Pupil Premium Recipients
- All Students - Bulk Update
- Bulk assigning UCIs
- Planned learning and EEP hours
Student Profiles
- Finding a student profile
- What information can I view and edit on the Student Profile?
- Adding a UPN to a student
- Items you can pin on the student profile for easy Safeguarding
- Attendance on the Student Profile
- Student Profile - Behaviour